Wealth manager partners with non-executive director network
To provide education and support on a range of areas including savings, investments and retirement planning
Best Practice
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Number of women in financial services steadily declining
Companies ‘should pay heed to wider societal trends’
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CII to offer thousands of children virtual work experience
In a bid to raise awareness of careers in insurance and financial planning professions
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Advisers expect a drop in profitability due to Consumer Duty
Outsourcing ‘elements of the value chain can ease the heavy lifting’
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Why I became a financial adviser…
Victoria Ross was an investment banker before joining Progeny
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Pension firm calls on UK govt to help speed up transfer delays
‘We must fight against what has become an accepted notion in the industry’
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7.4 million Brits unable to contact financial services providers
As only 36% of UK adults believe most firms are honest and transparent in the way they treat them
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CFA Institute signs partnership deal with DIFC Academy
In a bid to upskill investment management professionals across the Middle East
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DIFC Insurance Association joins AILO as affiliate member
In a bid to broaden its network ‘to include other global marketplaces’
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Quilter partners with charity to improve diversity in advice sector
Firm wants to encourage young people from ‘disadvantageous backgrounds’ to pursue their desired career path
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Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
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Commission ban is ‘not the answer’ for Europe advice market
Board member of German trade body said it ‘would lead to a one-sided solution and limit the diversity of advisory models’